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iShares Global Healthcare ETF
IXJ

90 hedge funds and large institutions have $203M invested in iShares Global Healthcare ETF in 2013 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 25 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $178M → $203M (+$24.7M)

4% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 25

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.76% less ownership

Funds ownership: 46.71% → 45.95% (-0.76%)

3% less funds holding

Funds holding: 93 → 90 (-3)

13% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 16

Holders
90
Holders Change
-3
Holders Change %
-3.23%
% of All Funds
2.92%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
26
Reduced
25
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$10.8M
2
Bank of America
Bank of America
North Carolina
+$5.11M
3
BlackRock
BlackRock
New York
+$3.41M
4
Wells Fargo
Wells Fargo
California
+$2.16M
5
JP Morgan Chase
JP Morgan Chase
New York
+$1.02M

Top Sellers

1
Jane Street
Jane Street
New York
-$4.84M
2
Goldman Sachs
Goldman Sachs
New York
-$3.46M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$1.74M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.46M
5
SG Americas Securities
SG Americas Securities
New York
-$1.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
SC
26
SouthState Corp
Florida
$972K +$958K +24,466 New
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$960K +$946K +24,156 New
FANJ
28
Financial Architects (New Jersey)
New Jersey
$904K +$23.5K +600 +3%
Chevy Chase Trust
29
Chevy Chase Trust
Maryland
$902K -$52.5K -1,340 -6%
ECAM
30
East Coast Asset Management
Massachusetts
$794K -$119K -3,038 -13%
Citigroup
31
Citigroup
New York
$761K +$22.1K +564 +3%
QCMC
32
Quantum Capital Management (California)
California
$759K -$53K -1,354 -7%
MA
33
MUFG Americas
New York
$700K +$49.6K +1,268 +8%
PSUF
34
People's United Financial
Connecticut
$691K +$6.26K +160 +0.9%
FAAS
35
First Allied Advisory Services
California
$688K -$626 -16 -0.1%
EC
36
Estate Counselors
Wisconsin
$672K -$15.7K -400 -2%
CA
37
Cetera Advisors
Colorado
$601K +$157K +4,014 +36%
NCMW
38
Northern Capital Management (Wisconsin)
Wisconsin
$577K +$3.92K +100 +0.7%
MFS
39
MSI Financial Services
Massachusetts
$543K +$488K +12,458 +1,036%
EB
40
Eastern Bank
Massachusetts
$539K – – –
B
41
Baird
Wisconsin
$528K -$88.2K -2,252 -15%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$455K -$5.95K -152 -1%
SHA
43
Smith Hayes Advisers
Nebraska
$403K – – –
AIG
44
American International Group
New York
$402K +$24.5K +626 +7%
Ameriprise
45
Ameriprise
Minnesota
$400K +$120K +3,062 +44%
SG Americas Securities
46
SG Americas Securities
New York
$397K -$1.27M -32,338 -76%
BAM
47
Burnham Asset Management
New York
$381K – – –
WBG
48
Wharton Business Group
Pennsylvania
$342K -$15.3K -390 -4%
NPC
49
National Planning Corporation
California
$340K +$106K +2,700 +47%
JCM
50
Janney Capital Management
Pennsylvania
$334K -$1.57K -40 -0.5%
1
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IXJ Hedge Fund Activity: Q3 2013 in Review

90 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q3 2013, worth a combined $203M — up 14% from $178M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of IXJ and 14 opened new positions — a net loss of 2 holders — while 25 trimmed existing stakes and 26 added.

The largest buyer was Bank of Nova Scotia, opening a new position worth an estimated $10.8M. The largest seller was Jane Street, exiting entirely with an estimated $4.84M sold.

  • 90 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q3 2013, down from 93 in Q2 2013.
  • Funds reported $203M of iShares Global Healthcare ETF stock for Q3 2013, up 14% quarter-over-quarter.
  • 14 funds opened new iShares Global Healthcare ETF positions in Q3 2013 and 16 closed out, a net change of -2 holders.
  • The largest iShares Global Healthcare ETF buyer in Q3 2013 was Bank of Nova Scotia, an estimated $10.8M added.
  • The largest iShares Global Healthcare ETF seller in Q3 2013 was Jane Street, an estimated $4.84M sold.

Based on aggregated 13F filings for Q3 2013.